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IQSU - AI Analysis
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IQ Candriam ESG US Equity ETF (IQSU)
Rating:75Outperform
Price Target:
$61.00
Positive Factors
Strong Top Holdings
Several key positions, including Microsoft, Tesla, and Alphabet, have delivered strong year-to-date performance, driving the fund’s returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to many other funds.
Sector Diversification
The ETF spreads its investments across multiple sectors, reducing reliance on any single industry.
Negative Factors
High Technology Exposure
Nearly 40% of the fund is concentrated in the technology sector, making it vulnerable to downturns in that industry.
Limited Geographic Exposure
The ETF is heavily focused on U.S. companies, offering minimal exposure to international markets.
Underperforming Holdings
Some top holdings, such as Home Depot and Procter & Gamble, have shown weak year-to-date performance, which could weigh on overall returns.
IQSU vs. SPDR S&P 500 ETF (SPY)
AUM265.66M
RegionNorth America
Expense Ratio0.09%
Beta0.99
IssuerNew York Life Investments
Inception DateDec 17, 2019
Dividend Yield1.06%
Asset ClassEquity
Index TrackedIQ Candriam ESG US Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,983
30 Day Avg. Volume36,740
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
61.11Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering265
IQSU Summary
The IQ Candriam ESG US Equity ETF (IQSU) is an investment fund that focuses on large U.S. companies with strong environmental, social, and governance (ESG) practices. It includes well-known companies like Apple and Microsoft, giving investors exposure to industry leaders in technology and other sectors. This ETF is ideal for those who want to invest in a diversified portfolio while supporting sustainable and ethical business practices. However, since it heavily invests in tech stocks, its performance may be impacted by fluctuations in the technology sector.
How much will it cost me?The IQ Candriam ESG US Equity ETF (IQSU) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock-picking.
What would affect this ETF?The IQSU ETF, with its focus on large-cap U.S. companies and strong exposure to technology and financial sectors, could benefit from continued innovation in tech and stable economic growth. However, it may face challenges from rising interest rates, which can impact growth-oriented sectors like technology, and regulatory changes affecting ESG-focused investments. Its emphasis on ESG principles positions it well for investors prioritizing sustainability, but shifts in market sentiment or economic downturns could negatively affect performance.
IQSU Top 10 Holdings
The IQ Candriam ESG US Equity ETF leans heavily into technology, with giants like Apple and Microsoft driving steady performance thanks to their strong fundamentals and focus on AI innovation. Tesla adds a spark with rising momentum, though its high valuation keeps investors cautious. Alphabet’s dual share classes are also contributing positively, buoyed by growth in AI and cloud services. However, Visa and Mastercard are showing mixed signals, with Visa lagging slightly and Mastercard facing valuation concerns. Overall, the fund’s tech-heavy focus highlights its reliance on U.S. innovation leaders, while financials provide a more subdued counterbalance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 10.71% | $28.46M | $4.01T | 21.29% | 80 Outperform | |
| Microsoft | 9.82% | $26.09M | $3.85T | 26.18% | 82 Outperform | |
| Tesla | 4.74% | $12.58M | $1.52T | 83.37% | 73 Outperform | |
| Alphabet Class A | 3.03% | $8.06M | $3.40T | 64.16% | 80 Outperform | |
| Alphabet Class C | 2.66% | $7.07M | $3.40T | 63.23% | 80 Outperform | |
| Visa | 2.16% | $5.74M | $656.47B | 17.20% | 75 Outperform | |
| Mastercard | 1.65% | $4.38M | $495.83B | 8.64% | 69 Neutral | |
| Advanced Micro Devices | 1.53% | $4.06M | $415.64B | 80.54% | 77 Outperform | |
| Home Depot | 1.40% | $3.71M | $377.84B | -3.31% | 75 Outperform | |
| Procter & Gamble | 1.31% | $3.47M | $351.37B | -8.92% | 74 Outperform |
IQSU Technical Analysis
Positive
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Price Trends
52.71
Positive
51.14
Positive
48.82
Positive
Market Momentum
0.52
Negative
59.09
Neutral
56.71
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQSU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 53.64, equal to the 50-day MA of 52.71, and equal to the 200-day MA of 48.82, indicating a bullish trend. The MACD of 0.52 indicates Negative momentum. The RSI at 59.09 is Neutral, neither overbought nor oversold. The STOCH value of 56.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQSU.
IQSU Peer Comparison
Comparison Results
Performance Comparison
IQSU
IQ Candriam ESG US Equity ETF
54.29
7.93
17.11%
SEIM
SEI Enhanced U.S. Large Cap Momentum Factor ETF
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VOTE
Engine No. 1 Transform 500 ETF
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ONEY
SPDR Russell 1000 Yield Focus ETF
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AVLC
Avantis U.S. Large Cap Equity ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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